-48.7%
CORZ vs AFRM
+3.1%
-51.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -7.8% | -3.0% | -8.2% |
| 7D | -21.1% | -6.9% | -14.2% | -19.1% |
| 30D | -31.8% | -7.0% | -24.8% | -29.8% |
| 3M | -47.7% | -11.2% | -36.5% | -45.9% |
| 6M | -48.7% | +4.3% | -53.0% | -49.5% |
| All | -48.7% | +3.1% | -51.8% | -49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded AFRM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling